Executive Assistant, New York – FinTech Investment Banking

Position: Financial Technology Partners is seeking an Executive Assistant based in New York.  

Company Description: Financial Technology Partners (aka “FT Partners”) is the only investment banking firm focused exclusively on the financial technology sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year" and "Investment Banking Firm of the Year" by The M&A Advisor.

The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.'s Financial Technology Group and Financial Institutions Group in New York and San Francisco. The firm's Founder and senior bankers are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of Goldman Sachs & Co in New York, San Francisco, London and Los Angeles.

Role Description: Financial Technology Partners LP, the only investment banking firm focused exclusively on the financial technology sector, is actively seeking an experienced Executive Assistant for our New York office. An Executive Assistant is responsible for setting up internal and external meetings, managing calendars, arranging travel plans, and processing expense reports. The ideal candidate will be well spoken, self-sufficient, and extremely organized. Additionally, he or she must have an excellent judgment to properly prioritize multiple and potentially competing requests. Overall responsibility will be to support a team of up to four executives. 

Responsibilities:

  • Timely and accurate coordination of internal and external meetings, including logistical details, communication, and follow-up
  • Coordinate travel arrangements both domestic & international, requiring an understanding all aspects of each executive’s business agenda, as well as personal preferences, may include making restaurant and other business entertainment suggestions and reservations  
  • Prepare monthly expense reports, identify, and resolve all discrepancies
  • Proactively and frequently check in with managers
  • Screen communications as needed reading, researching, collecting, prioritizing, and routing correspondence and information with proper level of professionalism
  • Accurately update contact information in Outlook and CRM database
  • Maintain and protect confidentiality regarding all aspects of client and company information
  • Adhere to company policy while best needing the needs of executives supported

General Qualifications:

  • 3-5+ years Executive Administrative experience, preferably in the Financial Services or Professional Services (Consulting, Law, Advisory, etc.) industries
  • Proficient in MS Office Suite (Word, Excel, Outlook, and PowerPoint)
  • Highly organized with strong attention to detail; demonstrates accuracy and thoroughness
  • Exceptional verbal and written communications skills
  • Proactive and self-motivated able to anticipate the needs of others
  • Ability to juggle multiple assignments and prioritize effectively; demonstrates sense of urgency
  • Manages competing demands well; able to deal with change, delays, or unexpected events
  • Ability to follow process and procedures; looks for ways to improve and promote quality
  • Resourceful self-starter, able to work independently and as team player
  • A positive, enthusiastic approach to work and collaboration
  • High degree of professionalism and reacts well under pressure
  • Appropriate discretion and integrity handling confidential and sensitive information
  • Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds firm values
  • Excellent professional references
  • U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future. 
  • Must have received or be willing to receive the COVID-19 vaccination by date of hire to be considered

Communications Skills:

  • Exceptional writing and verbal communication skills, able to prepare high impact materials
  • Participates effectively in both internal and external meetings 
  • Maturity and poise to work directly with client executives

Team Player:

  • Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values
  • Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan
  • Collaborative across teams and levels, both internally and externally
  • Understands coaching for long term development of self and others  

Why FT Partners?

  • Managing Partner and Managing Directors formerly of Goldman Sachs and JP Morgan
  • Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
  • Executing both billion dollar and early stage / high-growth VC transactions
  • Excellent career path, strong and competitive compensation
  • Unparalleled deal flow with premier client base
  • Access to world-class executives at high-growth companies
  • Dominant footprint in the one of largest sectors: financial technology
  • Top-notch financial sponsor relationships
  • Close-knit, rapidly growing team 

Selected transactions include advising:

  • Heartland Payments in its $4.5 billion sale to Global Payments (NYSE: GPN)
  • Mercury Payment in its $2.0 billion sale to Vantiv (NYSE:VNTV)
  • SquareTrade in its $1.4 billion sale to Allstate (NYSE:ALL)
  • Prosper in its loan purchase agreement with a consortium of investors for up to $5 billion
  • AmWins in its recapitalization by New Mountain Capital at a $1.3bn valuation
  • CardConnect in its $750 million sale to First Data (NYSE:FDC)
  • GreenSky in its $300 million minority investment led by DST, TPG, Wellington Management, and Iconiq
  • AvidXchange in its $300 million financing from MasterCard (NYSE:MA) , CDPQ, Temasek and Peter Thiel
  • Mercury Payment Systems in its 60% strategic growth investment by Silver Lake Partners
  • OzForex in its $480 mm IPO
  • FleetOne in its $369mm sale to WEX (NYSE:WEX)
  • Automated Trading Desk in its $680 million sale to Citigroup (NYSE:C)
  • Lynk Systems in its $525 million sale to The Royal Bank of Scotland
  • Custom House Ltd. in its $370 million sale to Western Union (NYSE:WU)
  • Addepar in its $140 financing from Valor Equity Partners, 8VC and Harald McPike

Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

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